Get Turnover Checklist Template 2020-2025

Filling out the turnover checklist template online is essential for a smooth transition of responsibilities from the sales team to the convention services team. This guide provides step-by-step instructions to ensure all necessary information is accurately captured.

Follow the steps to complete the turnover checklist template effectively.

1. Press the ‘Get Form’ button to access the turnover checklist template and open it in your preferred online editor.
2. Begin by verifying the history from the client for the past two years. This includes gathering accurate details about attendance and reviewing the room occupancy reports to ensure everything is up to date.
3. Update the information in the D3000 system, making sure to include contracted hotels, block sizes in the requested rooms column, and the primary contact for the booking.
4. Confirm whether the Center Contract has been signed by checking the appropriate box, marking it as 'Yes' or 'No'.
5. Ensure that the current CCC proposal or any addendums are incorporated at the time of turnover to services.
6. Re-confirm the CCC space in the D3000 system for accuracy and coherence with client expectations.
7. Document any gifts given under the appropriate client note field to maintain a thorough record of transactions.
8. Check if the client has requested a pre-promotion and indicate it on the form without prompting the client for this information.
9. Detail future bookings by entering information about upcoming meetings scheduled for the next two years, including the year and location.
10. Fill in the client’s name, meeting name, and the sales manager's information accurately to ensure proper identification of the project.
11. Schedule the turnover call by providing the date and time, making it clear when this conversation will take place.
12. Once all information is completed and verified, save any changes made to the form. You can also download, print, or share the completed turnover checklist template as needed.

Complete your turnover checklist template online today to facilitate a smooth transition for your events.